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Your Legacy An EstatePlanning Guide INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE Value some people,

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How to fill out your legacy

How to fill out your legacy?

01

Reflect on your values and beliefs: Take the time to really think about what is important to you and what you want to be remembered for. Consider your principles, passions, and the impact you want to have on others.

02

Set clear goals and aspirations: Define specific objectives you want to achieve during your lifetime. These goals can be related to your personal, professional, or spiritual development. Having a clear direction will help you make purposeful decisions towards leaving a lasting legacy.

03

Take action: It's not enough to simply have intentions or goals; you need to take action to make them a reality. Be proactive in pursuing opportunities aligned with your values and objectives. This can involve volunteering, mentoring, or making a positive impact in your community.

04

Document your experiences and wisdom: Share your knowledge, experiences, and life lessons with others in a meaningful way. Write a memoir, create a blog, or record videos to document your journey. Your insights can inspire and guide future generations.

05

Inspire and support others: One of the most powerful ways to leave a legacy is by helping others achieve their own goals and aspirations. Share your expertise, offer guidance, and provide support to those who can benefit from your wisdom.

Who needs your legacy?

01

Family and loved ones: Your legacy is important to those closest to you. They can learn from your experiences, values, and choices, and carry on your legacy in their own lives.

02

Future generations: Your legacy can have a long-lasting impact on future generations. By documenting your experiences and wisdom, you can inspire and guide others long after you have passed away.

03

Society and community: Your legacy can contribute to the betterment of society. Whether it's through philanthropy, activism, or innovation, your actions can create positive change and leave a lasting impact on the community you live in.

In conclusion, filling out your legacy involves reflecting on your values, setting goals, taking action, documenting your wisdom, and inspiring others. Your legacy is important not only to your loved ones but also to future generations and society as a whole.

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What is your legacy?

Your legacy is a record of your personal and financial information that you wish to pass on to your loved ones after your passing.

Who is required to file your legacy?

You are required to file your own legacy prior to your passing so that your loved ones have access to the information they need.

How to fill out your legacy?

You can fill out your legacy by documenting important details such as your assets, liabilities, insurance policies, and wishes for inheritance.

What is the purpose of your legacy?

The purpose of your legacy is to ensure that your loved ones are aware of your financial situation and wishes after your passing.

What information must be reported on your legacy?

You must report details of your assets, liabilities, insurance policies, bank accounts, investments, and any other relevant financial information.

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